Asset Allocation Strategies
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Asset Allocation Strategies’s Boeing BA Stock Holding History

Asset Allocation Strategies’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$312K Sell
1,675
-13
-0.8% -$2.79K 0.05% 142
2026
Q2 		$365K Sell
1,688
-198
-10% -$44.1K 0.06% 137
2026
Q1 		$375K Buy
1,886
+4
+0.2% +$911 0.07% 129
2025
Q4 		$409K Buy
1,882
+102
+6% +$21K 0.08% 123
2025
Q3 		$384K Sell
1,780
-32
-2% -$7.22K 0.08% 116
2025
Q2 		$380K Buy
1,812
+15
+0.8% +$2.83K 0.08% 113
2025
Q1 		$306K Buy
1,797
+18
+1% +$3.12K 0.08% 109
2024
Q4 		$331K Buy
1,779
+74
+4% +$11.6K 0.08% 106
2024
Q3 		$259K Buy
1,705
+518
+44% +$88.8K 0.07% 100
2024
Q2 		$216K Buy
+1,187
New +$212K 0.07% 85
2024
Q1 		– Sell
-4,269
Closed -$1.11M – 79
2023
Q4 		$1.11M Sell
4,269
-3
-0.1% -$642 0.43% 39
2023
Q3 		$819K Sell
4,272
-4
-0.1% -$875 0.38% 40
2023
Q2 		$903K Buy
+4,276
New +$888K 0.43% 39
2023
Q1 		– Sell
-4,300
Closed -$819K – 34
2022
Q4 		$819K Buy
+4,300
New +$703K 0.56% 36

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Asset Allocation Strategies's BA Position: Q3 2026 in Review

Asset Allocation Strategies reduced its Boeing (BA) stake by 0.77% in Q3 2026, selling an estimated $2.79K and leaving 1,675 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #142.

Asset Allocation Strategies first reported a position in BA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2023. 681 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Asset Allocation Strategies held 1,675 shares of Boeing worth $312K as of Q3 2026.
  • Asset Allocation Strategies sold 13 Boeing shares in Q3 2026, an estimated $2.79K.
  • Boeing made up 0.05% of Asset Allocation Strategies's portfolio in Q3 2026, its #142 holding.
  • Asset Allocation Strategies first reported a position in Boeing in Q4 2022 and has held it in 14 quarters since.
  • Asset Allocation Strategies's Boeing position peaked at $1.11M in Q4 2023.
  • 681 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.